Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Smead International Value Fund returned 3.78% in Q3 2023, outperforming the MSCI EAFE Index by 7.89%. The fund's core...” | Q3 2023 Sep 30, 2023 | Preview | |
“The Smead International Value Fund gained 5.69% in Q1 2025, slightly underperforming the MSCI EAFE Index's 6.86% return. The fund's core...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $FRO.(2 additional institutional mentions locked).
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
